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Disclosery

Taylor Financial Group, Inc.: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor Financial Group, Inc. on CGBL, newest first. How the timeline and the estimate are built.

Taylor Financial Group, Inc. held 121,739 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,739 shares
    Change vs previous 13F +5,766 shares

    2.54% of the 13F portfolio, value $4,621,220.

    13F-HR 0001172661-26-002782 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 115,973 shares
    Change vs previous 13F +4,614 shares

    2.42% of the 13F portfolio, value $3,990,638.

    13F-HR 0001172661-26-001849 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 111,359 shares
    Change vs previous 13F -246 shares

    2.31% of the 13F portfolio, value $3,934,321.

    13F-HR 0001172661-26-000508 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 111,605 shares
    Change vs previous 13F +7,235 shares

    2.23% of the 13F portfolio, value $3,874,933.

    13F-HR 0001172661-25-004521 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 104,370 shares
    Change vs previous 13F +10,385 shares

    2.18% of the 13F portfolio, value $3,490,133.

    13F-HR 0001172661-25-002842 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 93,985 shares
    Change vs previous 13F +8,238 shares

    2.03% of the 13F portfolio, value $2,911,655.

    13F-HR 0001172661-25-001677 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 85,747 shares
    Change vs previous 13F +5,711 shares

    1.86% of the 13F portfolio, value $2,681,309.

    13F-HR 0001172661-25-000633 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,036 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,485,118.

    13F-HR 0001172661-24-004565 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).